July 2009 - Retirement Watch

Independent, objective research on all the financial issues affecting retirement and retirement planning—including investments, estate planning, taxes, IRAs, annuities, insurance, medical expenses, and more.

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When Should You Buy Long-Term Care Insurance?

Among the more difficult retirement planning decisions are whether or not to buy long-term care insurance and, if so, at what age to purchase it. In this Memo, we will assume you plan to buy LTCI and will focus on the age at which to buy. There are a...

Published 07-30-2009 11:15 AM by Bob Carlson
Hedge Funds for the Rest of Us

Hedge funds used to occupy a small, obscure part of the investment world. They were out of the public eye; few investors even knew about them. Regulators ignored them, as a matter of law. Gradually hedge funds became more prominent. A few of the pioneers...

Published 07-23-2009 11:41 AM by Bob Carlson

Filed under: Carlson, Bob Carlson, financial crisis, stock, stock market, investments, market timing, modern portfolio theory, portfolio theory, market indicators, hedge funds
Critical New Trends in Long-Term Care

Many people do not realize that long-term care insurance has been a mainstream product only since the 1980s. It still is evolving, and insurers are learning more all the time. Also, there are dramatic changes occurring in the population and in medical...

Published 07-17-2009 10:27 AM by Bob Carlson

Filed under: Carlson, Bob Carlson, retiree health care, health care, insurance, long-term care, long-term care insurance
Better Strategies for Estate Planning Gifts

Gift giving is the surest way to help loved ones of all ages, establish a legacy, and reduce estate taxes when the estate is large enough. Yet, many people are hesitant to make significant gifts to loved ones, because of the potential pitfalls. Those...

Published 07-10-2009 11:07 AM by Bob Carlson

Filed under: Estate Planning, estates, Estate tax, tax-free gifts, taxable gifts, gifts, Carlson, Bob Carlson, trusts, estate taxes, grandkids, annual exclusion, grandchildren, creditor protection, asset protection
A Better Way to Buy Long-Term Care Coverage?

Congress made a change in 2006 that will make a type of long-term care insurance more attractive. The Pension Protection Act of 2006 enhanced the status of policies that combine annuities or life insurance with long-term care coverage. Consumers expressed...

Published 07-02-2009 10:40 AM by Bob Carlson

July 2009 - Retirement Watch

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Have You Seen This?

When Should You Buy Long-Term Care Insurance?

Hedge Funds for the Rest of Us

Critical New Trends in Long-Term Care

Better Strategies for Estate Planning Gifts

A Better Way to Buy Long-Term Care Coverage?